Additional Services

We are here to help, from planning, to the Implementation phases, through daily account usage. No two organizations are alike, so RFP360 provides tools to configure your account to the way you work.

Account Setup

RFP360 offers advanced features for both large and small companies. Thoughtful setup of your account during your Onboarding process can help your long-term success. We can help you:

Identify and setup your Account Hierarchy

Setup Team Members with the appropriate permissions

Import response data into your Knowledge Base (for RFP respondents)

Create your RFP Library (for RFP issuers)

Training

We strive to make RFP360 as intuitive as possible, and we also provide assistance for you and your team to get moving quickly. The remote training sessions can include:

Organizing and setting up your team

Managing security settings

Grouping accounts into a logical hierarchy

Importing RFPs in almost any format into the system

Assigning tasks to your team members and tracking proposal status

Uploading prior responses and managing them in your Knowledge Base

Setting up your Vendor Contacts lists

Writing your RFP, saving Sections and creating templates

Configure RFP scoring and evaluators

Exporting final Proposals and RFPs

RFP Writing

We’ve seen our fair share of RFPs and regularly review client work at their request. If you aren’t sure what questions or ask, we are happy to help. Based on your needs, we’ll provide you a professional services fees quote along with the cost to use the software.